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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,205 | $226,105-35.3% | $182,540-19.9% | $152,897-4.4% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.5%+5.8pp |
| Annual return | 6.19% | 192.58%-186.4pp | 148.58%-142.4pp | 345.43%-339.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,013 | $6,370+41.5% | $5,525+63.1% | $5,851+54.0% |
| Admin fee / account holder | $11,991 | $10,706+12.0% | $8,593+39.5% | $11,599+3.4% |